Before Vello can send automatic reminders or text messages to clients, you must make the necessary settings for the applicable client contact records in ezyVet.

Vello uses the For Reminders/Automated Communication setting differently compared to how ezyVet uses the setting. Vello uses For Reminders/Automated Communication to control automatic reminders and text messaging for an applicable client.

If a client wants to receive automatic reminders from Vello, you must set For Reminders/Automated Communication as necessary. For example, if you select For Reminders/Automated Communication for an email address and mobile phone number, Vello sends email reminders and text message reminders to the client.

If a client wants to use a specified mobile phone number to send and receive text messages with your practice, you must set For Reminders/Automated Communication as necessary. For example, if you select For Reminders/Automated Communication for one mobile phone number in the Contact Methods section, Vello uses the phone number for text messaging.

For Reminders/Automated Communication setting in ezyVet	Result in Vello for automatic reminders	Result in Vello for text messaging
You select Email and Mobile	Vello sends: Email reminders Text message reminders	Vello uses the client's mobile phone number that you selected for text messaging The Vello inbox shows the client's mobile phone number Note: A client contact record can have more than one mobile phone number. And more than one of the phone numbers can have For Reminders/Automated Communication set. To tell Vello to use one of the phone numbers for text messaging, set Preferred Contact Method for the applicable phone number. If you do not select Preferred Contact Method for one of the phone numbers, Vello uses the first phone number in the list that has For Reminders/Automated Communication set.
You select Email The Contact Methods section does not have other entries	Vello sends email reminders	Vello cannot use a client's mobile phone number for text messaging because no mobile phone number shows in the Contact Methods section The Vello inbox does not show the client's mobile phone number
You select Mobile The Contact Methods section does not have other entries	Vello sends text message reminders	Vello uses the client's mobile phone number that you selected for text messaging The Vello inbox shows the mobile phone number
You select only Email The Contact Methods section has other entries	Vello does not send: Email reminders Text message reminders	Vello automatically uses the first mobile phone number in the list for text messaging The Vello inbox shows the mobile phone number
You select only Mobile The Contact Methods section has other entries	Vello does not send: Email reminders Text message reminders	Vello uses the client's mobile phone number that you selected for text messaging The Vello inbox shows the mobile phone number Note: A client contact record can have more than one mobile phone number. And more than one of the phone numbers can have For Reminders/Automated Communication set. To tell Vello to use one of the phone numbers for text messaging, set Preferred Contact Method for the applicable phone number. If you do not select Preferred Contact Method for one of the phone numbers, Vello uses the first phone number in the list that has For Reminders/Automated Communication set.
You do not select Email You do not select Mobile	Vello does not send: Email reminders Text message reminders	Vello automatically uses the first mobile phone number in the list for text messaging The Vello inbox shows the mobile phone number